Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $3,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,602 | $86,655+72.6% | $119,608+25.1% | $66,930+123.5% |
| Participation rate | 90.5% | 75.6%+14.9pp | 79.3%+11.2pp | 69.8%+20.7pp |
| Annual return | -14.10% | -8.00%-6.1pp | -14.98%+0.9pp | 1.57%-15.7pp |
| Employer contribution / active EE | $2,028 | $2,536-20.0% | $4,232-52.1% | $2,545-20.3% |
| Participant deferral / active EE | $9,445 | $4,358+116.7% | $5,601+68.6% | $4,238+122.9% |
| Admin fee / account holder | $27 | $755-96.4% | $10,326-99.7% | $593-95.4% |